+711.1%
AVGO vs NFLX
+25.4%
+685.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.9% |
| 7D | -0.8% | -8.1% | +7.3% | +1.6% |
| 30D | -13.7% | -0.3% | -13.4% | -14.0% |
| 3M | -6.9% | -6.6% | -0.3% | -5.8% |
| 6M | +5.8% | -22.7% | +28.4% | +13.0% |
| YTD | +5.7% | -18.9% | +24.6% | +10.5% |
| 1Y | +9.0% | -39.8% | +48.8% | +25.1% |
| 3Y | +340.5% | +71.7% | +268.8% | +269.8% |
| 5Y | +711.1% | +27.2% | +683.8% | +575.3% |
| All | +711.1% | +25.4% | +685.7% | +575.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NFLX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling